Thurston Springer Miller Herd & Titak’s Novartis NVS Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.2K	Buy	180 +17	+10%	+$2.55K	0.01%	596
2026 Q1	$24.9K	Sell	163 -13	-7%	-$1.99K	0.01%	715
2025 Q4	$24.3K	Buy	176 +170	+2,833%	+$22.3K	0.01%	692
2025 Q3	$769	Sell	6 -1,810	-100%	-$221K	﹤0.01%	511
2025 Q2	$220K	Buy	1,816 +109	+6%	+$12.3K	0.03%	353
2025 Q1	$190K	Buy	1,707 +19	+1%	+$2.02K	0.03%	331
2024 Q4	$164K	Buy	1,688 +1,077	+176%	+$115K	0.03%	300
2024 Q3	$70.3K	Buy	611 +24	+4%	+$2.72K	0.02%	478
2024 Q2	$62.5K	Buy	+587	New	+$58.9K	0.02%	511

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return